Anic Equity¶
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Total return since start: 0.616 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49364.34 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45302.8 Kr¶
PnL: ---------------------------------------> 246.8 Kr¶
DD now: ---------------------------------> -7.071 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:36:16.842021'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.120000 | 1665.720000 | 196.720000 | 13.390000 | 1468.999998 |
| Orrön Energy | 180 | 0.040000 | 2203.200000 | 160.200000 | 7.840000 | 2043.000000 |
| Sedana Medical | 93 | -1.960000 | 2609.580000 | 88.580000 | 3.510000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.300000 | 992.000000 | 57.000000 | 6.100000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.410000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sagax B | 4 | -0.400000 | 893.600000 | 39.600000 | 4.640000 | 854.000000 |
| JM | 6 | -0.070000 | 901.800000 | 37.800000 | 4.380000 | 864.000000 |
| Catena | 2 | -1.480000 | 826.400000 | 34.400000 | 4.340000 | 792.000000 |
| Hexatronic Group | 12 | -0.070000 | 1001.040000 | 34.040000 | 3.520000 | 966.999996 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| Sagax A | 4 | -1.790000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Bilia A | 8 | 0.000000 | 916.000000 | 16.000000 | 1.780000 | 900.000000 |
| Gränges | 9 | -0.190000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| HEXPOL B | 9 | 0.440000 | 1032.300000 | 11.300000 | 1.110000 | 1020.999996 |
| Biotage | 7 | -0.730000 | 950.600000 | 9.600000 | 1.020000 | 940.999997 |
| Byggmax Group | 33 | -0.950000 | 964.260000 | 8.260000 | 0.860000 | 956.000001 |
| BioGaia B | 8 | -1.600000 | 935.200000 | 5.200000 | 0.560000 | 930.000000 |
| AcadeMedia | 8 | -0.300000 | 405.200000 | 3.200000 | 0.800000 | 402.000000 |
| Clas Ohlson B | 12 | -0.850000 | 975.600000 | 2.600000 | 0.270000 | 972.999996 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| OX2 | 13 | -0.480000 | 950.300000 | 0.300000 | 0.030000 | 949.999999 |
| ASSA ABLOY B | 3 | -0.150000 | 778.500000 | -0.500000 | -0.060000 | 779.000001 |
| EQT | 4 | -1.100000 | 827.200000 | -4.800000 | -0.580000 | 832.000000 |
| Alimak Group | 11 | -0.840000 | 910.800000 | -17.200000 | -1.850000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -0.380000 | 914.750000 | -25.250000 | -2.690000 | 940.000000 |
| Addnode Group B | 11 | -1.160000 | 891.550000 | -29.450000 | -3.200000 | 921.000003 |
| Indutrade | 5 | -0.550000 | 1183.500000 | -34.500000 | -2.830000 | 1218.000000 |
| Latour B | 4 | -0.540000 | 811.600000 | -45.400000 | -5.300000 | 857.000000 |
| Vitec Software Group B | 2 | -2.080000 | 1037.000000 | -50.000000 | -4.600000 | 1087.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| Hexagon B | 26 | -1.400000 | 3385.200000 | -75.800000 | -2.190000 | 3461.000010 |
| INVISIO | 16 | -0.440000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| BHG Group | 97 | -1.120000 | 1365.760000 | -93.240000 | -6.390000 | 1458.999989 |
| TOTAL | 45302.800000 | 246.800000 | -7.07076% | 45056.000411 |
Updated:¶
'2023-07-05 09:36:33.616990'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
